Middlebury

Difference between revisions of "Loading Records Using Data Exchange"

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== Downloading MARC records from online site (like Oxford)<br> ==
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[[Cataloging|&lt;&lt; Back to Cataloging]] <br> [[Innovative (Millennium)|&lt;&lt; Back to Innovative (Millennium)]]<br>
  
=== Edit/Prepare records via MarcEdit ===
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== Downloading MARC Records from Online Vendor Sites (like Oxford)<br> ==
  
#Download file from Vendor/publisher website: Usually you have the option to Save or Open with Marcedit. You save a step or two by opening with MarcEdit.
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==== Edit/Prepare records via MarcEdit ====
#Using MarcEdit
 
  
:*MarcEdit output file: click Browse, then name file.&nbsp;  
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#Download file from Vendor/publisher website: Usually you have the option to Open or Save with Marcedit. You save a step or two by choosing "Open with MarcEdit."
:*Click Execute. Saves as MARC text file (using '''mrk''' extension). This will allow you to view records and make changes.  
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#Using MarcEdit once opened:
:*Go to desktop and click icon to open  
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#*MarcEdit Input file: should already be filled in with the file link
:*Make changes to records, using:
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#*MarcEdit output file: click '''Browse''', choose location to download, then name file &amp; save<br>
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#*Back to MARC tools window, click '''Execute'''. Then click '''Close'''. Saves as MARC text file (using '''mrk''' extension). This will allow you to view records and make changes.
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#*Go to downloaded file and click&nbsp; to open
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#*If necessary, make changes to records:
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#**From top toolbar, choose '''Tools/AddDelete fields''', etc. (e.g., 655 Electronic books). From this same menu you can also edit subfields and indicators.<br><u>Example</u>: <br>To add a 730 to all records, in the Field Data box, type: ''0\$aOxford handbooks online''. (The backward slash stands for no 2nd indicator)<br><br><u>Example</u>:<br>To simply append data to the end of a subfield, add ''^e'' to the "Field Data" textbox and the data to be appended in the "Replace With" textbox.<br><br>To append data to the end of the subfield while replacing a text string, add ''^e[string to replace]'' to the "Field Data" textbox and the data to be appended in the "Replace With" textbox.<br> <br>
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#**From top toolbar, choose '''Edit/FindReplace''', etc. (856 ezproxy prefix) <br><u>Example</u>:<br>In "Find what" box, type: ''=856 40$u''<br>In Replace with" box, type: ''=856 40$uhttp://ezproxy.middlebury.edu/login?url=http://''<br>
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#*Next, change file format from mrk to mrc:
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#**From top toolbar, choose '''File/Compile file into MARC'''
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#**Give file a name &amp; save
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#**Creates/saves on desktop with '''mrc''' extension<br>
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#*Close MarcEdit<br>
  
::♦Tools--Add/Edit fields, etc. (e.g., 655 Electronic books)
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==== Use Millennium Data Exchange  ====
  
::♦Edit--Find/replace, etc. (856 ezproxy prefix)
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#On the left menu Millennium Client toolbar, click '''Data Exchange''' icon
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#Select process: '''Load records via locally created load profiles'''
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#Click Get PC; select file location; select file name with '''mrc''' (not '''mrk''') extension. Click '''Upload'''
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#Rename file window: For "Accepted suffix", choose:<span style="font-weight: bold;"> lfts. </span>Click '''OK'''
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#Back at main results list, highlight file &amp; click '''Prep '''icon at top menu
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#At next screen, click '''Start '''button. Output message will hopefully show no errors. Should be same number of input records as output records
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#Click '''Close'''. This saves file as type '''lmarc'''
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#Highlight '''lmarc '''file&nbsp;
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#Click Load R (Load eMARC - general purpose). (Or another appropriate load table from this [[Load_table_information|information page]]) You&nbsp; may want to click '''Test''' first. Also, before you do this step, you may need to alert Barbara Merz to change the item record template that this Load table points to.
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#Select '''Load''': Load records via locally created load profile. Close window.
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#Check records in Millennium.
  
::♦File--Compile file into MARC. Creates /saves on desktop with '''mrc''' extension.
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<br>
  
=== Using Millennium Data Exchange  ===
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[[Category:Millennium]]
 
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[[Category:Data exchange]]
#On the left menu Millennium Client toolbar, click '''Data Exchange''' icon
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[[Category:MarcEdit]]
#Click '''Get PC&nbsp;'''icon at top: select desktop; then select file. Click '''Upload'''
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[[Category:MARC records]]
#For "Accepted suffix", choose:<span style="font-weight: bold;"> lfts.</span>Click OK
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[[Category:Innovative Interfaces]]
#Back at main results list, highlight file &amp; click '''Prep '''icon at top
 
#Click '''Start'''.
 
#Close. Saves as type '''lmarc'''
 
#Highlight file if not already
 
#Click Load A (EAM file). You&nbsp; may need to alert Barbara Merz to change the item record template this Load table points to.
 
#Select '''Process''': Load records via locally created load profiles
 
#Check records in Millennium.
 

Latest revision as of 10:54, 28 January 2015

<< Back to Cataloging
<< Back to Innovative (Millennium)

Downloading MARC Records from Online Vendor Sites (like Oxford)

Edit/Prepare records via MarcEdit

  1. Download file from Vendor/publisher website: Usually you have the option to Open or Save with Marcedit. You save a step or two by choosing "Open with MarcEdit."
  2. Using MarcEdit once opened:
    • MarcEdit Input file: should already be filled in with the file link
    • MarcEdit output file: click Browse, choose location to download, then name file & save
    • Back to MARC tools window, click Execute. Then click Close. Saves as MARC text file (using mrk extension). This will allow you to view records and make changes.
    • Go to downloaded file and click  to open
    • If necessary, make changes to records:
      • From top toolbar, choose Tools/AddDelete fields, etc. (e.g., 655 Electronic books). From this same menu you can also edit subfields and indicators.
        Example:
        To add a 730 to all records, in the Field Data box, type: 0\$aOxford handbooks online. (The backward slash stands for no 2nd indicator)

        Example:
        To simply append data to the end of a subfield, add ^e to the "Field Data" textbox and the data to be appended in the "Replace With" textbox.

        To append data to the end of the subfield while replacing a text string, add ^e[string to replace] to the "Field Data" textbox and the data to be appended in the "Replace With" textbox.

      • From top toolbar, choose Edit/FindReplace, etc. (856 ezproxy prefix)
        Example:
        In "Find what" box, type: =856 40$u
        In Replace with" box, type: =856 40$uhttp://ezproxy.middlebury.edu/login?url=http://
    • Next, change file format from mrk to mrc:
      • From top toolbar, choose File/Compile file into MARC
      • Give file a name & save
      • Creates/saves on desktop with mrc extension
    • Close MarcEdit

Use Millennium Data Exchange

  1. On the left menu Millennium Client toolbar, click Data Exchange icon
  2. Select process: Load records via locally created load profiles
  3. Click Get PC; select file location; select file name with mrc (not mrk) extension. Click Upload
  4. Rename file window: For "Accepted suffix", choose: lfts. Click OK
  5. Back at main results list, highlight file & click Prep icon at top menu
  6. At next screen, click Start button. Output message will hopefully show no errors. Should be same number of input records as output records
  7. Click Close. This saves file as type lmarc
  8. Highlight lmarc file 
  9. Click Load R (Load eMARC - general purpose). (Or another appropriate load table from this information page) You  may want to click Test first. Also, before you do this step, you may need to alert Barbara Merz to change the item record template that this Load table points to.
  10. Select Load: Load records via locally created load profile. Close window.
  11. Check records in Millennium.


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